Episodes

Friday Apr 11, 2025
Are You Tracking Your Goals and Meeting Milestones for Your Finances?
Friday Apr 11, 2025
Friday Apr 11, 2025
Many investors want to know that they will have enough money saved for car and home purchases and their retirement incomes. Today, Paul discusses how much of financial planning is about being able to track your goals and make sure you are reaching the milestones that will help you accomplish those goals. Listen along as Paul talks about the philosophy of tracking financial goals and shares some helpful tips for people who are taking an income in retirement and still need to save for larger purchases.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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